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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,230 | $52,580-80.5% | $71,671-85.7% | $70,126-85.4% |
| Participation rate | 55.9% | 60.9%-5.0pp | 68.7%-12.9pp | 69.5%-13.7pp |
| Annual return | 10.22% | 20.25%-10.0pp | 20.65%-10.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $1,594 | $1,616-1.4% | $2,460-35.2% | $2,343-32.0% |
| Participant deferral / active EE | $1,909 | $2,386-20.0% | $3,438-44.5% | $3,332-42.7% |
| Admin fee / account holder | $832 | $3,653-77.2% | $5,558-85.0% | $4,645-82.1% |